| DFAE Dimensional Emerging Core Eq | 7.07% | 2,515,047 | $101.1M | Reduce -3.5% |
| DFAS Dimensional US Small Cap ETF | 6.42% | 1,115,723 | $91.9M | Reduce -2.2% |
| PCAR Paccar Inc. | 6.30% | 750,768 | $90.2M | No change |
| AAPL Apple Inc. | 4.36% | 215,560 | $62.4M | Reduce -15.2% |
| DFIV Dimensional International Va | 4.00% | 1,058,522 | $57.2M | Reduce -1.8% |
| MSFT Microsoft Corp. | 3.78% | 145,023 | $54.1M | Reduce -4.3% |
| IVV iShares Core S&P 500 ETF | 3.53% | 67,490 | $50.5M | Add +3.6% |
| NVDA Nvidia Corp. | 3.35% | 239,602 | $47.9M | Reduce -19.3% |
| PG The Procter & Gamble Co. | 2.47% | 240,785 | $35.3M | Reduce -2.7% |
| AVGO Broadcom Inc. | 2.44% | 92,421 | $34.9M | Reduce -27.1% |
| AMZN Amazon.com Inc. | 2.41% | 144,472 | $34.4M | Reduce -8.8% |
| GOOGL Alphabet Inc. Class A | 2.09% | 83,617 | $29.9M | Reduce -9.5% |
| EMB iShares JP Morgan Usd Emergi | 1.84% | 272,376 | $26.3M | Add +3.4% |
| JPM JPMorgan Chase & Co. | 1.75% | 76,431 | $25.0M | Reduce -11.1% |
| EFA iShares MSCI Eafe ETF | 1.73% | 237,804 | $24.7M | Add +77.0% |
| IWP iShares Russell Mid-Cap Grow | 1.70% | 166,435 | $24.4M | Reduce -4.9% |
| LLY Eli Lilly & Co. | 1.37% | 16,334 | $19.6M | Reduce -6.8% |
| GS Goldman Sachs Group Inc. | 1.33% | 18,775 | $19.0M | Reduce -20.9% |
| COST Costco Wholesale Corp. | 1.31% | 20,008 | $18.7M | Reduce -7.0% |
| MA Mastercard Inc. Class A | 1.29% | 36,022 | $18.5M | Reduce -8.0% |
| PANW Palo Alto Networks Inc. | 1.26% | 53,007 | $18.1M | Reduce -3.4% |
| AMD Advanced Micro Devices | 1.22% | 30,072 | $17.5M | Add +326.6% |
| PNC PNC Financial Services Group | 1.22% | 70,812 | $17.4M | Reduce -15.5% |
| MRK Merck & Co. Inc. | 1.03% | 114,877 | $14.8M | Reduce -13.4% |
| DE Deere & Co. | 1.01% | 22,792 | $14.5M | Reduce -10.7% |
| META Meta Platforms Inc. Class A | 0.99% | 25,185 | $14.2M | Reduce -13.0% |
| SBUX Starbucks Corp. | 0.96% | 134,601 | $13.8M | Reduce -13.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.96% | 90,390 | $13.7M | Reduce -11.7% |
| HD Home Depot Inc. | 0.91% | 37,096 | $13.1M | Reduce -15.1% |
| IWR iShares Russell Mid-Cap ETF | 0.89% | 115,234 | $12.7M | Reduce -13.8% |
| PH Parker Hannifin Corp. | 0.86% | 12,655 | $12.4M | Reduce -11.4% |
| UNH Unitedhealth Group Inc. | 0.86% | 29,521 | $12.3M | Reduce -16.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.86% | 152,150 | $12.3M | Add +48.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.74% | 21,320 | $10.6M | Reduce -14.5% |
| LHX L3HARRIS Technologies Inc. | 0.73% | 35,732 | $10.4M | Reduce -6.8% |
| PLTR Palantir Technologies Inc. Class A | 0.72% | 87,726 | $10.2M | Reduce -24.1% |
| RSG Republic Services Inc. | 0.71% | 47,518 | $10.1M | Reduce -6.9% |
| GLW Corning Inc. | 0.67% | 37,700 | $9.6M | Reduce -0.5% |
| COR Cencora Inc. | 0.67% | 33,832 | $9.6M | Reduce -11.4% |
| EEM iShares MSCI Emerging Market | 0.66% | 137,931 | $9.4M | Add +17.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.65% | 96,282 | $9.3M | Reduce -23.9% |
| XOM Exxon Mobil Corp. | 0.61% | 63,355 | $8.7M | Reduce -8.0% |
| GE General Electric filed as GE AEROSPACE | 0.56% | 21,448 | $8.0M | Reduce -2.6% |
| ADI Analog Devices Inc. | 0.56% | 20,064 | $8.0M | Add +676.2% |
| LRCX Lam Research Corp. | 0.55% | 18,043 | $7.8M | Add +1576.9% |
| MRSH Marsh & McLennan Cos | 0.53% | 45,280 | $7.5M | Reduce -21.7% |
| STZ Constellation Brands Inc. Class A | 0.53% | 54,127 | $7.5M | Reduce -8.3% |
| NI Nisource Inc. | 0.51% | 154,810 | $7.4M | Reduce -11.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 19,478 | $7.2M | Add +0.3% |
| NOW ServiceNow Inc. | 0.50% | 72,229 | $7.2M | Add +14.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.50% | 146,947 | $7.1M | Add +70.9% |
| DUK Duke Energy Corp. | 0.48% | 54,513 | $6.9M | Reduce -11.9% |
| VLO Valero Energy Corp. | 0.47% | 25,558 | $6.7M | Reduce -10.1% |
| NFLX Netflix Inc. | 0.46% | 91,493 | $6.5M | Reduce -2.6% |
| LIN Linde PLC | 0.44% | 12,124 | $6.3M | Reduce -10.6% |
| JMUB JPMorgan Municipal ETF | 0.40% | 111,947 | $5.7M | Add +35.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.39% | 68,611 | $5.6M | Add +16.1% |
| MLM Martin Marietta Materials | 0.39% | 9,708 | $5.6M | Reduce -8.3% |
| DLR Digital Realty Trust Inc. | 0.38% | 30,300 | $5.4M | Reduce -12.8% |
| PLD Prologis Inc. | 0.37% | 39,211 | $5.3M | Reduce -14.4% |
| USB US Bancorp | 0.37% | 87,657 | $5.3M | Reduce -0.4% |
| BND Vanguard Total Bond Market | 0.37% | 72,087 | $5.3M | Add +103.4% |
| IWM iShares Russell 2000 ETF | 0.37% | 17,491 | $5.3M | Add +57.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 8,803 | $4.4M | Reduce -0.1% |
| COP Conocophillips | 0.30% | 40,827 | $4.2M | Reduce -6.4% |
| MCO Moody's Corp. | 0.28% | 8,937 | $4.0M | Reduce -1.7% |
| VXUS Vanguard Total Intl Stock | 0.27% | 45,186 | $3.9M | Reduce -7.0% |
| BKR Baker Hughes Co. | 0.27% | 69,174 | $3.8M | Reduce -9.3% |
| ECG Everus Construction Group | 0.26% | 22,771 | $3.8M | No change |
| JNJ Johnson & Johnson | 0.26% | 14,871 | $3.8M | Reduce -4.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 4,651 | $3.5M | Add +6.5% |
| VTIP Vanguard Short-Term Tips | 0.22% | 63,909 | $3.2M | Add +62.4% |
| ISRG Intuitive Surgical Inc. | 0.22% | 7,984 | $3.2M | Reduce -6.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 9,754 | $3.0M | Reduce -41.1% |
| IWO iShares Russell 2000 Growth | 0.21% | 7,499 | $3.0M | No change |
| PM Philip Morris International | 0.20% | 15,995 | $2.9M | Reduce -0.5% |
| IWN iShares Russell 2000 Value E | 0.20% | 12,786 | $2.8M | No change |
| GOOG Alphabet Inc. Class C | 0.19% | 7,799 | $2.8M | Reduce -7.1% |
| BAC Bank of America Corp. | 0.19% | 47,520 | $2.7M | Add +0.8% |
| GBCI Glacier Bancorp Inc. | 0.18% | 49,804 | $2.6M | No change |
| ORCL Oracle Corp. | 0.18% | 17,429 | $2.6M | Add +0.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.18% | 20,465 | $2.5M | Reduce -23.2% |
| MO Altria Group Inc. | 0.18% | 35,313 | $2.5M | Reduce -0.7% |
| CVX Chevron Corp. | 0.16% | 14,060 | $2.3M | Reduce -1.7% |
| SPHD Invesco S&P 500 High Dividen | 0.16% | 44,452 | $2.3M | Reduce -0.4% |
| WCN Waste Connections Inc. | 0.15% | 13,104 | $2.2M | No change |
| SUB iShares Short-Term National | 0.15% | 20,283 | $2.2M | Add +536.8% |
| MDU Mdu Resources Group Inc. | 0.15% | 99,619 | $2.1M | No change |
| VOO Vanguard S&P 500 ETF | 0.15% | 3,053 | $2.1M | Add +0.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.14% | 25,412 | $2.0M | Add +83.9% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.14% | 44,823 | $2.0M | Reduce -14.6% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.13% | 75,472 | $1.9M | Add +38.1% |
| KNF Knife River Corp. | 0.13% | 22,771 | $1.9M | No change |
| ABBV Abbvie Inc. | 0.13% | 7,304 | $1.8M | Reduce -41.4% |
| COLM Columbia Sportswear Co. | 0.12% | 28,839 | $1.8M | No change |
| IGF iShares Global Infrastructur | 0.12% | 26,098 | $1.7M | Reduce -8.1% |
| WFC Wells Fargo & Co. | 0.12% | 20,986 | $1.7M | Add +0.6% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 12,074 | $1.7M | Reduce -3.7% |
| C Citigroup Inc. | 0.11% | 11,595 | $1.6M | No change |
| BA The Boeing Co. | 0.11% | 7,122 | $1.5M | Reduce -2.3% |
| CSCO Cisco Systems Inc. | 0.10% | 12,675 | $1.5M | Reduce -5.0% |
| ONB Old National Bancorp | 0.10% | 52,575 | $1.4M | Reduce -10.2% |
| INTC Intel Corp. | 0.09% | 9,053 | $1.3M | Reduce -7.6% |
| WMT Walmart Inc. | 0.08% | 10,149 | $1.1M | Reduce -4.2% |
| FITB Fifth Third Bancorp | 0.08% | 20,328 | $1.1M | No change |
| IYR iShares US Real Estate ETF | 0.08% | 11,015 | $1.1M | Reduce -37.8% |
| UNP Union Pacific Corp. | 0.08% | 4,068 | $1.1M | Reduce -3.7% |
| ADP Automatic Data Processing | 0.08% | 4,847 | $1.1M | Reduce -8.3% |
| BSV Vanguard Short-Term Bond ETF | 0.07% | 13,418 | $1.0M | Add +316.6% |
| VXF Vanguard Extended Market ETF | 0.07% | 4,184 | $1.0M | Reduce -1.2% |
| IWF iShares Russell 1000 Growth | 0.07% | 8,118 | $1.0M | Add +6.3% |
| MMM 3M Co. | 0.07% | 6,059 | $981K | Reduce -4.1% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.07% | 36,217 | $963K | No change |
| V Visa Inc. Class A | 0.06% | 2,682 | $920K | Reduce -15.1% |
| MCD McDonald's Corp. | 0.06% | 3,299 | $892K | Reduce -15.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 1,207 | $889K | Add +4.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 2,607 | $799K | Reduce -0.1% |
| IWS iShares Russell Mid-Cap Valu | 0.05% | 4,666 | $768K | Reduce -25.6% |
| MCK McKesson Corp. | 0.05% | 1,006 | $760K | Reduce -0.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 6,371 | $749K | No change |
| AMGN Amgen Inc. | 0.05% | 1,987 | $720K | No change |
| GH Guardant Health Inc. | 0.05% | 4,646 | $697K | No change |
| CAT Caterpillar Inc. | 0.05% | 647 | $689K | Reduce -19.5% |
| EMR Emerson Electric Co. | 0.05% | 4,584 | $656K | Reduce -13.4% |
| TEL Te Connectivity PLC | 0.04% | 3,130 | $631K | Add +1.4% |
| PAYX Paychex Inc. | 0.04% | 6,292 | $619K | No change |
| ELV Elevance Health Inc. | 0.04% | 1,555 | $601K | Reduce -40.2% |
| ESGE iShares Inc. iShares ESG Awar | 0.04% | 10,916 | $597K | Reduce -0.9% |
| PEP Pepsico Inc. | 0.04% | 4,303 | $583K | Reduce -9.3% |
| DFAC Dimensional US Core Equity 2 | 0.04% | 12,985 | $576K | Reduce -3.2% |
| STLD Steel Dynamics Inc. | 0.04% | 2,480 | $569K | No change |
| IYW iShares Ustechnology ETF | 0.04% | 2,255 | $569K | Reduce -8.4% |
| EXEL Exelixis Inc. | 0.04% | 10,383 | $565K | No change |
| AMAT Applied Materials Inc. | 0.04% | 777 | $562K | Reduce -1.4% |
| FTSM First Trust Enh Short Mat FD | 0.04% | 9,320 | $557K | New |
| MDY State Street SPDR S&P Midcap | 0.04% | 790 | $556K | Reduce -0.5% |
| UCON First Trust Smith Unconstrai | 0.04% | 22,170 | $552K | New |
| RTX RTX Corp. | 0.04% | 2,845 | $540K | Reduce -5.3% |
| IVE iShares S&P 500 Value ETF | 0.04% | 2,352 | $534K | No change |
| EXPO Exponent Inc. | 0.04% | 9,082 | $534K | Reduce -3.0% |
| ITW Illinois Tool Works | 0.04% | 1,936 | $524K | Reduce -6.4% |
| FAST Fastenal Co. | 0.04% | 10,627 | $510K | Reduce -15.8% |
| DFUS Dimensional US Eq MKT ETF | 0.03% | 6,013 | $493K | No change |
| IJR iShares Core S&P Small-Cap E | 0.03% | 3,265 | $484K | Add +4.0% |
| KMB Kimberly-Clark Corp. | 0.03% | 4,396 | $483K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.03% | 8,594 | $481K | No change |
| HR Healthcare Realty Trust Inc. | 0.03% | 23,652 | $477K | No change |
| CSX CSX Corp. | 0.03% | 10,028 | $477K | Add +0.7% |
| LMT Lockheed Martin Corp. | 0.03% | 930 | $474K | No change |
| IEMG iShares Core MSCI Emerging | 0.03% | 5,660 | $469K | Reduce -0.5% |
| AXP American Express Co. | 0.03% | 1,366 | $462K | Reduce -1.7% |
| ESS Essex Property Trust Inc. | 0.03% | 1,573 | $459K | No change |
| TT Trane Technologies PLC | 0.03% | 927 | $455K | Reduce -28.4% |
| AGNC AGNC Investment Corp. | 0.03% | 41,700 | $455K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 1,880 | $445K | No change |
| VEA Vanguard Ftse Developed ETF | 0.03% | 6,237 | $444K | Reduce -77.3% |
| SYK Stryker Corp. | 0.03% | 1,402 | $441K | No change |
| CINF Cincinnati Financial Corp. | 0.03% | 2,375 | $440K | No change |
| IWB iShares Russell 1000 ETF | 0.03% | 1,067 | $437K | No change |
| IWD iShares Russell 1000 Value E | 0.03% | 1,793 | $435K | Reduce -43.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.03% | 2,930 | $433K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 1,452 | $408K | Reduce -30.0% |
| PFE Pfizer Inc. | 0.03% | 16,728 | $403K | Reduce -5.6% |
| MDT Medtronic PLC | 0.03% | 5,029 | $393K | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.03% | 4,749 | $386K | Add +6.4% |
| NEE Nextera Energy Inc. | 0.03% | 4,377 | $384K | Add +0.6% |
| DFUV Dimensional US Marketwide Va | 0.03% | 6,686 | $368K | Reduce -0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 757 | $362K | Add +26.0% |
| ABT Abbott Laboratories | 0.03% | 3,953 | $359K | Reduce -79.8% |
| MSI Motorola Solutions Inc. | 0.03% | 861 | $358K | No change |
| SPG Simon Property Group Inc. | 0.02% | 1,571 | $351K | Reduce -10.8% |
| EOG EOG Resources Inc. | 0.02% | 2,704 | $351K | No change |
| VGT Vanguard Info Tech ETF | 0.02% | 2,927 | $350K | New |
| ROK Rockwell Automation Inc. | 0.02% | 695 | $344K | No change |
| MDLZ Mondelez International Inc. Class A | 0.02% | 5,783 | $334K | Add +0.4% |
| MS Morgan Stanley | 0.02% | 1,546 | $323K | Reduce -4.0% |
| HSY The Hershey Co. | 0.02% | 1,817 | $319K | Add +74.5% |
| STE Steris PLC | 0.02% | 1,472 | $310K | No change |
| MU Micron Technology Inc. | 0.02% | 258 | $298K | New |
| PHM Pultegroup Inc. | 0.02% | 2,137 | $293K | Reduce -14.5% |
| GEV GE Vernova Inc. | 0.02% | 249 | $293K | Add +3.8% |
| YUM Yum! Brands Inc. | 0.02% | 1,800 | $288K | No change |
| DCI Donaldson Co. Inc. | 0.02% | 3,000 | $269K | No change |
| KVUE Kenvue Inc. | 0.02% | 14,066 | $269K | Add +1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 2,694 | $260K | Reduce -9.8% |
| EVRG Evergy Inc. | 0.02% | 3,000 | $259K | No change |
| BRO Brown & Brown Inc. | 0.02% | 4,037 | $259K | No change |
| SMH Vaneck Semiconductor ETF | 0.02% | 389 | $255K | New |
| TSLA Tesla Inc. | 0.02% | 594 | $250K | Add +2.6% |
| KKR KKR & Co. Inc. | 0.02% | 2,644 | $243K | No change |
| NDAQ Nasdaq Inc. | 0.02% | 2,928 | $231K | No change |
| AEP American Electric Power | 0.02% | 1,677 | $229K | Reduce -3.3% |
| TSCO Tractor Supply Company | 0.02% | 7,087 | $224K | No change |
| CL Colgate-Palmolive Co. | 0.02% | 2,431 | $223K | No change |
| QXO Qxo Inc. | 0.02% | 12,750 | $220K | New |
| EFV iShares MSCI Eafe Value ETF | 0.02% | 2,854 | $218K | Reduce -8.8% |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 3,627 | $216K | New |
| EQIX Equinix Inc. | 0.01% | 205 | $214K | Reduce -3.3% |
| BR Broadridge Financial Solutio | 0.01% | 1,560 | $214K | No change |
| DFAT Dimensional US Target Value | 0.01% | 3,026 | $212K | New |
| BLK BlackRock Inc. | 0.01% | 216 | $208K | Reduce -5.3% |
| TXN Texas Instruments Inc. | 0.01% | 695 | $207K | New |
| JNK SS SPDR BB High Yield Bond | 0.01% | 2,136 | $206K | Reduce -7.6% |
| L Loews Corp. | 0.01% | 1,800 | $204K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.01% | 2,352 | $203K | New |
| EPD Enterprise Products Partners | 0.01% | 5,481 | $201K | No change |